每经11月21日广州电（记者 陈鹏丽）11月21日上午，有消息称，美的近期不再允许售后服务商同时接小米或格力的业务合作，该政策由中国区经各区域负责人单独向合作商传达，涉及小米、 炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ ...

Core Insights - Midea has reportedly not allowed after-sales service providers to simultaneously cooperate with Xiaomi or Gree, but Midea denied this claim, emphasizing its commitment to user experience and lack of exclusive cooperation policies [1][1] - Xiaomi's air conditioning business has been growing rapidly, posing competitive pressure on Midea, with plans to become a leading brand in the home appliance sector and achieve a market value of 100 billion in the next five years [1][1] - Midea's chairman questioned which of the top three home appliance giants Xiaomi intends to displace to enter the top tier of the industry [1][1] - The home appliance industry is characterized by low entry barriers and high competition, leading to a "red ocean" market where competition results in significant resource consumption [1][1][2] - Midea's chairman expressed skepticism about the potential for great, high-tech companies to emerge in the home appliance industry, suggesting that any new entrants are strategically at a disadvantage [2]

记者｜王珍 编辑｜瑜见 11月21日，针对美的近期不再允许售后服务商同时接小米或格力的业务合作的传闻，美的集团相关人士 向第一财经记者表示，美的无强制售后服务商排他性合作的行为。 一位西北的家电零售商也向记者表示，没有听说过这样的要求，而且也不太可能执行，因为大品牌家电 的安装标准和时效要求很高，厂家、商家各自做好自己分内的事情就好了。 ...

(本文来自第一财经) 11月21日，针对美的近期不再允许售后服务商同时接小米或格力的业务合作的传闻，美的集团相关人士 向第一财经记者表示，美的无强制售后服务商排他性合作的行为。一位西北的家电零售商也向记者表 示，没有听说过这样的要求，而且也不太可能执行，因为大品牌家电的安装标准和时效要求很高，厂 家、商家各自做好自己分内的事情就好了。（第一财经记者王珍） ...

格隆汇11月21日｜据智通财经，今日有市场传闻称，美的近期不再允许售后服务商同时接小米或格力的 业务合作，涉及小米、格力等其他品牌的空调售后及安装维修。对此，美的方面表示，相关消息不属 实。"美的一直秉承用户体验第一的原则，并无强制售后服务商排他性合作的行为。" ...

一位西北的家电零售商也向记者表示，没有听说过这样的要求，而且也不太可能执行，因为大品牌家电 的安装标准和时效要求很高，厂家、商家各自做好自己分内的事情就好了。 记者｜王珍 编辑 ｜瑜见 11月21日，针对美的近期不再允许售后服务商同时接小米或格力的业务合作的传闻，美的集团相关人 士向第一财经记者表示，美的无强制售后服务商排他性合作的行为。 ...

每经记者：陈鹏丽每经编辑：黄博文 每日经济新闻 每经11月21日广州电（记者 陈鹏丽）11月21日上午，有消息称，美的近期不再允许售后服务商同时接 小米或格力的业务合作，该政策由中国区经各区域负责人单独向合作商传达，涉及小米、格力等其他品 牌的空调售后及安装维修。美的集团方面对此向记者回应称，美的一直秉承用户体验第一的原则，并无 强制售后服务商排他性合作的行为。 ...

Core Viewpoint - The Freedom Cash Flow ETF CSI All Share (561080) experienced a decline of 1.70% as of the midday close on November 21, with a trading volume of 4.1672 million yuan [1] Group 1: ETF Performance - The Freedom Cash Flow ETF CSI All Share (561080) closed at 1.211 yuan [1] - The fund has a performance benchmark of the CSI All Share Free Cash Flow Index return rate [1] - Since its establishment on April 23, 2025, the fund has achieved a return of 23.00%, with a one-month return of 4.57% [1] Group 2: Major Holdings - Major stocks in the Freedom Cash Flow ETF include: - China National Offshore Oil Corporation (CNOOC) down 1.44% - Midea Group down 0.05% - Gree Electric Appliances down 0.74% - Wuliangye Yibin down 0.36% - China COSCO Shipping down 0.46% - Luoyang Molybdenum down 3.48% - TCL Technology down 1.92% - China Aluminum down 4.08% - SF Express down 1.34% - Shaanxi Coal and Chemical Industry down 0.43% [1]

对此，美的方面今日回应新浪科技称："美的一直秉承用户体验第一的原则，并无强制售后服务商排他 性合作的行为，感谢关注"。（文猛） 新浪科技讯 11月21日上午消息，据报道，美的近期不再允许售后服务商同时接小米或格力的业务合 作，该政策由中国区经各区域负责人单独向合作商传达，涉及小米、格力等其他品牌的空调售后及安装 维修。 ...

Core Viewpoint - Midea has implemented a policy that prohibits its after-sales service providers from simultaneously collaborating with Xiaomi or Gree, primarily targeting Xiaomi due to its significant sales growth in air conditioning this year [1][3]. Group 1: Midea's Policy and Market Impact - Midea's new policy was communicated to service providers by regional managers and affects after-sales and installation services for brands like Xiaomi and Gree [1]. - Xiaomi's after-sales strategy, which includes both integrated delivery and separate delivery options, will be impacted as service providers are forced to choose between brands, potentially reducing Xiaomi's reliance on local service providers [2]. - Midea and Gree hold a near "monopolistic" advantage in market share, allowing them to exert significant influence over after-sales service providers, leading to the termination of collaborations with Xiaomi by several top service providers [3]. Group 2: Xiaomi's Challenges and Future Plans - Xiaomi's current challenge is to establish a professional after-sales team before its anticipated surge in air conditioning sales, with a timeline of three to six months required for a service point to mature [3]. - The company aims to become a leading brand in the home appliance sector within five years, targeting a revenue scale of 100 billion yuan in its home appliance business and aiming for a top-two position in the air conditioning market [3]. - Xiaomi's strategy does not rely on price wars but focuses on enhancing the average selling price (ASP) through product line expansions, such as central air conditioning systems [4]. Group 3: After-Sales Service Dynamics - The after-sales service is a critical factor influencing brand recognition in the traditional home appliance industry, often overlooked by manufacturers [5]. - Midea invests heavily in after-sales service, with service points employing around 50 staff members, half of whom are technical personnel, ensuring extensive coverage in second-tier cities [5]. - Xiaomi's after-sales model, which relies on outsourcing to third-party service providers, may not be suitable for more complex products like central air conditioning, which require specialized skills and higher profit margins [7].